See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,567 | $93,571+23.5% | $135,903-15.0% | $75,163+53.8% |
| Participation rate | 72.9% | 75.2%-2.3pp | 81.9%-9.0pp | 67.2%+5.7pp |
| Annual return | 16.02% | 30.90%-14.9pp | 68.23%-52.2pp | 160.62%-144.6pp |
| Employer contribution / active EE | $2,266 | $3,537-35.9% | $4,856-53.3% | $2,670-15.1% |
| Participant deferral / active EE | $5,946 | $6,404-7.1% | $7,758-23.4% | $4,125+44.1% |
| Admin fee / account holder | $8,784 | $6,975+25.9% | $10,762-18.4% | $5,651+55.5% |